Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$385K ﹤0.01%
11,328
-3,768
3252
$384K ﹤0.01%
20,619
+2,840
3253
$383K ﹤0.01%
22,520
+8,633
3254
$383K ﹤0.01%
4,769
-234
3255
$383K ﹤0.01%
19,375
+10,488
3256
$383K ﹤0.01%
+25,692
3257
$383K ﹤0.01%
10,553
-8,430
3258
$382K ﹤0.01%
12,215
+2,356
3259
$382K ﹤0.01%
8,035
-1,128
3260
$382K ﹤0.01%
4,111
+603
3261
$380K ﹤0.01%
14,549
-5,104
3262
$378K ﹤0.01%
12,482
-7,764
3263
$377K ﹤0.01%
42,477
-15,395
3264
$376K ﹤0.01%
80,683
-59,336
3265
$376K ﹤0.01%
39,458
+6,903
3266
$375K ﹤0.01%
30,712
-712
3267
$374K ﹤0.01%
11,896
+886
3268
$373K ﹤0.01%
47,329
+21,722
3269
$372K ﹤0.01%
13,392
+7,628
3270
$371K ﹤0.01%
67,015
-15,634
3271
$371K ﹤0.01%
55,155
+15,614
3272
$369K ﹤0.01%
25,094
+2,890
3273
$368K ﹤0.01%
17,805
-212
3274
$368K ﹤0.01%
15,776
+7,045
3275
$368K ﹤0.01%
25,972
+12,552